mon am 1130 document management and workflow systems
DESCRIPTION
Overview of workflow, document management, collaboration tools for tax departments.TRANSCRIPT
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Document Management and Workflow SystemsWorkflow Systems
Alan MarshManager – Tax Data Systems
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Agenda & Objectives E l ti f D t M t Evolution of Document Management Starting Where You Are Gathering Flowers that are in Reach Widely Used Systems Specific Use Systems Going for the Gold Going for the Gold Getting Buy In
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Evolution of Document Management
P Paper Removable Media Network Storage Document Management Systems Versioning Security Collaboration Workflow
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Starting Where You Are
A l C t P Analyze your Current Processes Develop List of Critical Flaws
D t i d P i iti N d Determine and Prioritize your Needs Increase Efficiency (Time)
d ( ) Reduce Costs (Money) Relieve External Pressure A dit (I t l E t l IRS t ) Auditors (Internal, External, IRS, etc.) SOX
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Gathering Flowers that are in Reach
Di Wh t S t Y H Discover What Systems You Have Communicate with IT T lk t th D t t Talk to other Departments
Evaluate Your Resources Leverage Enterprise Wide Initiatives Taking Baby Steps Keep your Goals in Sight Avoiding Pitfalls
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Widely Used Systems
Documentum Documentum Filenet Sharepoint Sharepoint Other Web Portals Internal Internal External
Sharing without Automatic Versioningg g FTP/SFTP (File Transfer Protocol) DAV (Distributed Authoring and Versioning
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Specific Use Systems Auditor Tools Auditor Tools CCH TeamMate
Audit Management g eAuditRoom
Task and Resource Tracking @T k C l t Ti T ki MS P j t @Task, Complete Time Tracking, MS Project
Tax Calendar eTaxCalendar
Workpaper Management CCH Corpsystem Workpaper Manager
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Going for the Gold Systems Designed Specifically for Tax Systems Designed Specifically for Tax Use Best Practices Experienced Implementation Teams Pre-built dashboards, modules, reports Example: Red Moon eTaxPortal
The Gold Standard The Gold Standard Automatic Integration with Compliance and
Provision Products Examples Examples Thomson Reuters ONESOURCE CORPTax WorkSpace
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eTaxPortal - Tax Portal for Today's
Tax DepartmentTax Department
• Embedded Tax Document Repository– Tax data categorization and taxonomy implementation– Search across projects, documents, tasks, attachments,
messages– Application, Project, Document Access control and Field
Level SecurityLevel Security– Access Logs for SOX Compliance
• Embedded Tax Project Management– Assignment of tasks to tax professionals – Visibility on progress on tasks and capacity of tax– Visibility on progress on tasks and capacity of tax
department • Personalized (Dashboards) for customization • Tax Calendar for tracking filing deadlines & milestones• Robust Audit Room – Document storage and IDR/RAR obust ud t oo ocu e t sto age a d /
processing• Centralized communication & messaging• Publish Tax department specific content • Links to internal, external web pages, analytics tools
d th t t l
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and other tax tools
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10Copyright 2008 – Intelysys ©
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11Copyright 2008 – Intelysys ©
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13Copyright 2008 – Intelysys ©
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15Copyright 2008 – Intelysys ©
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16Copyright 2008 – Intelysys ©
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Getting Buy In Quantify Your Benefits Quantify Your Benefits Add Value Reduce CostsReduce Costs Provide Better Transparency Relieve External Pressure
SOX can be your Friend Utilize your Vendor’s Resources
C S di Case Studies References Marketing to the CFO
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Marketing to the CFO
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ACT Forums“When we decided to move away from a shared network drive two years y y
ago (decision based on versioning, security, organization and improved search capabilities) we really only considered Livelink and Sharepoint. If we were going to do it now we would DEFINITELY consider the Thomson and CorpTax tools. Not that we're unhappy with Livelink, but having something so broad-based and not integrated with , g g gour tax systems has gaps. A plus for a Livelink or Documentum, or even Sharepoint, solution is what, if any, plans your company as a whole may have regarding the moving away from shared network drives. In our case, it turns out that our legal department initiated a huge project to send all corporate email through a Livelink instance for g p j p gRecord Retention and Record Holds compliance.” …
“Workflow tools are available in Livelink, but getting support from our IT resources to prototype and build various workflows has been a challenge Perhaps they'll just let me do it in time and I'm working on challenge. Perhaps they ll just let me do it in time, and I m working on that! However, choosing the Thomson or CorpTax workflow solution provides out-of-box solutions”
Brad Blohm, Limited Brands Inc.
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,http://www.taxact.org/forums/permalink.asp?id=97690
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Learn More Vendor Expo Today @ 3:30 Vendor Expo Today @ 3:30 Contacts
CCH Workpaper Manager Robert Lapotaire Robert Lapotaire@wolterskluwer com Robert Lapotaire - [email protected]
CCH TeamMate Amy Kean - [email protected]
CORPTAX Workspace CORPTAX Workspace Brian Billett - [email protected] John Kinsey - [email protected]
Red Moon Solutions Red Moon Solutions Kelly Lear - [email protected]
Thomson Reuters ONESOURCE Brad Jowers - [email protected]
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Brad Jowers [email protected]
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Questions?Alan MarshAlan MarshManager – Data Systems
Office: 713.753.4902Mobile: 713.302.1189
l [email protected]@kbr.com
http://www.linkedin.com/in/alancmarsh
http://twitter.com/alan_marsh
http://www.facebook.com/people/Alan-Marsh/1255474284
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